Рынок шутит первым. Лучшие мемы с Форума РБК Крипто

RBK-cryptoPubblicato 2025-04-01Pubblicato ultima volta 2025-04-01

Злободневные шутки на тему событий криптовалютного мира, которыми поделились участники Форума РБК Крипто

Участники сообщества «РБК Крипто. Форум» в Telegram не только делятся опытом и обсуждают новости рынка, но и шутят на тему происходящих с криптовалютами событий. Представляем подборку мемов от участников форума, которые отражают текущие настроения на крипторынке.

С начала года некоторые альткоины подешевели на 90%. Подписчики с иронией воспринимают просадку:

Мем от подписчицы Kate92

Мем от подписчика Sam

Мем от подписчика Denisswiss

Ethereum подешевел за первый квартал года на 45%. Ему достается особенно:

Перевод: Я наблюдаю за собой, покупающим ETH по $4800 в 2021 году П.С. если вам не смешно, возможно вы еще не смотрели фильм «Интерстеллар».

Мем от подписчика Ryzhkov

Решения и обещания президента США Дональда Трампа и его новой администрации оказывают серьезное влияние на цены криптовалют. Важный объект, за которым следит рынок:

Участники форума также делятся повседневными ситуациями из жизни:

Мем от подписчика Milutin

Мем от подписчика Varges

Телеграм-канал «РБК-Крипто» — подпишитесь и будьте в курсе самых главных и актуальных новостей о криптовалюте.

Присоединяйтесь к форуму «РБК-Крипто» в Telegram для обсуждения новостей и тенденций криптомира.

Заманчивая «темка», обещающая хорошие иксы:

Мем от подписчика Sam

Также сообщили, что раскрыта личность создателя биткоина Сатоши Накамото — им стал...

Мем от подписчика %. Для тех, кто помнит историю МММ...

Форум был запущен летом 2024 года с целью сформировать среди читателей и подписчиков «РБК-Крипто» уникальное сообщество инвесторов, трейдеров, аналитиков, майнеров и пользователей блокчейн-технологий. Он представлен в виде привычного чата в Telegram, но разделенного на категории и темы. Их набор и наполнение формируется во многом за счет запроса подписчиков. Присоединиться можно по ссылке.

К форуму присоединилось уже более 10 тыс. участников, которые делятся идеями, наблюдениями и опытом. Именно возможность обсудить актуальные тренды рынка с другими форумчанами, а также участие приглашенных экспертов делают форум уникальным.

Уже сейчас на форуме проходят эфиры с известными экспертами в различных областях — представителей бирж, криптопроектов, юридических и других компаний. Подписчики форума могут напрямую задавать им вопросы.

Модераторы форума имеют продолжительный опыт использования криптовалют и глубокое понимание сферы блокчейна.

«Снова ниже $80 тыс.». Как торговые пошлины Трампа повлияют на биткоин

Биткоин завершил квартал падением на 10%. Что с другими криптовалютами

Отскок не помог. Топ-5 наиболее просевших криптовалют прошедшей недели

Letture associate

Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

Tidal Investment remains optimistic about the AI industry chain, but the rationale has shifted. The market narrative has changed. While recent large-scale IPOs (e.g., SpaceX) and major fundraising plans by tech giants like Alphabet and Meta have caused some nervousness, this isn't a sign of an AI peak. The focus has moved from the initial question of AI's viability to the sustainability of massive investment cycles. The key players—primarily the major cloud providers—are not slowing down; their capital expenditure (Capex) guidance for 2026 has been increased across the board (e.g., Alphabet to $180B, Amazon to $200B). This investment cycle is proving resilient and difficult to stop. Unlike traditional hardware cycles, current AI Capex is distributed across multiple physical layers—computing, memory, networking, and critically, power infrastructure. Bottlenecks are shifting from chips to elements like electricity, transformers, and cooling systems, which have much longer lead times and cannot be easily pre-built like fiber optics during the dot-com bubble. Supply chain data (e.g., Eaton's 240% YoY data center orders) confirms this broad-based, project-driven expansion. Market concerns are acknowledged but viewed differently. First, while Capex growth currently outpaces revenue growth, raising ROI questions, this mirrors the early scaling phase of cloud computing itself. A change in view would require concrete signals like downward Capex revisions or missed AI product targets, which haven't materialized by mid-2026. Second, comparisons to the 2000 dot-com bust are flawed. That crash was driven by a massive, parallel oversupply of cheap capacity (fiber). The current cycle faces *supply constraints* in critical, capital-intensive physical infrastructure that cannot be overbuilt as easily. In conclusion, the wave of fundraising reflects the next, more complex act of the AI story. Physical bottlenecks and sustained high Capex plans suggest this is not the finale but an ongoing, capital-intensive build-out phase. The script has changed, but the play is far from over.

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

Tidal Investments remains optimistic about the AI industry chain, but the rationale has shifted. The market is concerned about massive concurrent fundraising by tech giants like SpaceX, OpenAI, Alphabet, and Meta, fearing an AI peak. However, the authors argue this signals the next act of AI development, not its end. Capital expenditure (Capex) from major cloud providers (Alphabet, Amazon, Meta, Microsoft, Oracle) continues to surge aggressively into 2026. This investment cycle is more resilient than past hardware cycles due to its scale and complexity. Bottlenecks have shifted from chips to critical physical infrastructure like power grids, transformers, cooling, and data center construction—areas with long lead times and limited capacity for rapid expansion. Supply chain data (e.g., Eaton's orders) confirms substantial, tangible progress. Key market concerns are addressed: 1. **ROI vs. Capex Growth**: While Capex growth outpaces revenue, the authors note cloud giants have historically overcome similar phases through scale. The cycle will only be in danger if Capex guidance is cut, orders are canceled, or AI product demand falters—none of which are currently observed. 2. **Comparison to the 2000 Dot-com Bubble**: Unlike the telecom bubble, where cheap, oversupplied fiber crashed prices, AI infrastructure (especially power) is constrained, customized, and subject to lengthy approvals, making a similar supply glut and crash unlikely. In conclusion, the wave of fundraising reflects the immense, ongoing capital needs for AI's next phase, constrained by slow-moving physical bottlenecks. The AI cycle is not over; the script has simply changed.

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Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

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Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

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Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

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Ripple Launches RLUSD in Japan as Regulated Stablecoin Expansion Gains Momentum

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Ripple Launches RLUSD in Japan as Regulated Stablecoin Expansion Gains Momentum

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Sam Altman's Personal Alchemy of Wealth: Investing in 400 Companies, Over 10 Deeply Tied to OpenAI

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Sam Altman's Personal Alchemy of Wealth: Investing in 400 Companies, Over 10 Deeply Tied to OpenAI

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